Prepare the file
Use a supported format under the current size limit. Remove material you do not have permission to process and redact sensitive information.
Define the extraction
Ask for specific information such as obligations, dates, risks, decisions, arguments, methods, or unanswered questions.
Example prompt — select and copy
Use only the attached project notes. Extract each action into: action, owner, due date, and a short supporting excerpt. Keep proposed dates separate from confirmed dates. Write ‘not specified’ for missing owners or deadlines. Then list unresolved questions. Do not fill gaps from general knowledge.
Request traceability
When the source format allows it, ask Chat AI to quote a short supporting excerpt or identify the relevant section so you can verify it.
- A section heading is useful even when reliable page numbers are unavailable.
- Check that a quoted excerpt actually appears in the file.
- If the answer omits a section, ask about that section explicitly before concluding it contains nothing relevant.
Use a second pass
After the broad extraction, ask targeted follow-ups. Compare the answer with the original file before relying on it.
Example prompt — select and copy
Check the extracted actions again. Did you turn a proposal into a commitment, assign an unnamed owner, or invent a deadline? Correct those fields and identify the source sentence for every correction.
Check the sample against this reference answer
In the practice file, Maya owns the room-booking action due October 2, 2026. Arun owns the draft agenda due October 5, 2026. October 12 is only a proposed event date. Catering has neither an assigned owner nor a confirmed deadline. A result that fills either catering field has added information the document does not provide.
If the document will not load
Check its format and size, then try a smaller non-sensitive excerpt or a plain-text copy. If the file is a scan, verify that readable text was extracted before asking for a summary. Do not keep uploading confidential versions in an attempt to fix an extraction problem.
Common questions
Can I trust every deadline in a document summary?
No. Compare each date and its status with the original. A proposed date is not a confirmed deadline, and an omitted deadline should remain ‘not specified’.
What if the file contains no answer to my question?
Ask the assistant to say that the answer is not in the document. Do not treat an inference or outside knowledge as extracted evidence.
Try one small task in Chat AI
Start with non-sensitive material and check the result. Model and tool access can vary by plan and app version.
